EWM
Empirical Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
8,205
+1,068
| +15% | +$234K | 0.04% | 242 |
|
|
2025
Q1 | $1.74M | Buy |
7,137
+1,458
| +26% | +$356K | 0.04% | 227 |
|
|
2024
Q4 | $1.21M | Buy |
5,679
+45
| +0.8% | +$9.56K | 0.03% | 259 |
|
|
2024
Q3 | $1.26M | Buy |
5,634
+248
| +5% | +$55.3K | 0.04% | 242 |
|
|
2024
Q2 | $1.14M | Sell |
5,386
-1,931
| -26% | -$407K | 0.03% | 249 |
|
|
2024
Q1 | $1.51M | Buy |
7,317
+2,768
| +61% | +$570K | 0.05% | 214 |
|
|
2023
Q4 | $862K | Buy |
4,549
+3,013
| +196% | +$571K | 0.03% | 254 |
|
|
2023
Q3 | $292K | Buy |
+1,536
| New | +$292K | 0.01% | 373 |
|
|
2021
Q4 | – | Sell |
-3,950
| Closed | -$598K | – | 528 |
|
|
2021
Q3 | $598K | Buy |
+3,950
| New | +$598K | 0.03% | 264 |
|